Colleen Weber CPA LLC

Description

Colleen Weber CPA, LLC is a Minnesota registered investment advisory firm headquartered in Chanhassen, MN . I work with a variety of clients to assist them in their financial journey. This is what you can expect if you work with Colleen Weber CPA, LLC: - You will receive quality financial advice in your best interests without the pressure and bias of a product-driven sales environment. - You will pay for only the amount of financial advice and assistance you need. The service levels are priced to meet clients where they are at and help them move forward. You can select how much you need. - You can have access to financial advice regardless of your current asset levels. Many planners require a minimum portfolio amount. - You'll benefit from integrated tax and financial planning expertise. As a CPA and Certified Financial Planner, I am able to integrate both tax planning and financial advice to provide you with tax-advantaged solutions. - The analysis and recommendations for your situation will incorporate the expertise of our strong network of professionals we work with in the areas of legal, estate, insurance, elder care, and banking. - You'll receive investment recommendations selected from all products available. Colleen Weber CPA, LLC is an INDEPENDENT Registered Investment Advisor. - You can keep your money wherever you like. You do not need to move your money to implement your plan. - Full disclosure: fees and service levels are listed under Fees. You've made a wise...

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